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By: Julissa Quevedo Aguila

Edward Jones

  • Financial Services Company
  • Provides financial services in the U.S. and in Canada
  • More than 50,000 associates across the U.S. and Canada

"We specialize in helping individual investors rather than institutions"

Goals & Values- Partnering for Lasting Financial Strength- Promoting Healthier Futures- Advancing Inclusive Growth
Mission Statement"To partner for positive impact, to improve the lives of our clients and colleagues, and together better our communities and society"


Organizational Analysis

Current Reports
DEI: Diversity, Equity, Inclusion

Organizational Analysis

Financial Advisors of Color: 9%Females in Leadership: 49%People of Color in Leadership: 19%

  • People Companies That Care, ranked No. 37 in 2022
  • Training Magazine, Apex Award, ranked, No. 24 in 2022
Flat Organizational Structure

Organizational Analysis



  • Hybrid Flexibility
  • Day of Caring
  • DEI Workshops
Benefits & Incentives
Intrinsic & Extrinsic Motivation
  • Tuition Reimbursement
  • Tutoring Sessions
  • 401 (k) Match

Employee Analysis

Mentorship Program
Interns & Leaders Relationship
Sales/Goals Pressure
Salary Gap Between Financial Advisors and Associates

Employee Analysis

"the companion culture is amazing" - Glassdoor
"they provide all the resources you need to pass required exams" - Indeed
"can feel confident in their job security" - LinkedIn
"no guarantee our associates will get bonuses in every trimester" - LinkedIn
"a 'paper pushing' job that requires extraordinary attention to detail--every day" - Glassdoor

Employee Analysis

  • International Calendar
  • Paid Trainings
  • Volunteer Days
  • "Day of Reflection"
  • Emotional Well Being Programs
OB Toolbox

Individual Analysis


About Us. Edward Jones. (n.d.).https://www.edwardjones. com/us-en Advisorhub culture study part 4: How culture impacts financial ... (n.d.-a). https://www.advisorhub.com/resources/how-culture-impacts- financial-advisors-considering-a-transition/ Working at Edward Jones | Glassdoor. (n.d.-b). https://www.glassdoor.com/Overview/Working-at-Edward- Jones-EI_IE3161.11,23.htm Working at Edward Jones: 1,832 reviews | indeed.com. (n.d.-c). https:/ /www.indeed.com/cmp/Edward-Jones/reviews Your one place with all your benefits information.Edw ard Jones | Home. (2022, Jan uary 1). https://secure.edwardjones benefits.com/fleet /public/index /-b1f2-4ea4-9f84-ee2bd9e239af